Orders import

How to import a Synchro Order from an Excel file

Prerequisite:

Verify the existence in KanbanBOX of a loop where at least the combination part number - supplier coincides with the order row to be imported. If it does not exist, create it (see procedure Create and update a kanban loop) inserting the following values:

Afterwards, import the order rows via Excel.

Procedure:

1. Get in Master data > Import > Orders;
2. Click on import_orders.xlsx under Download Excel template: the blank Excel file is automatically downloaded;
3. Open the Excel file import_order.xlsx.: the sheet Instructions shows a brief guide on how to fill in the file.
4. To insert the new orders, go to the sheet Orders.

   For each completed line, one ore more Synchro orders will be added to the Kanban Board, depending on whether the total quantity is to be divided into several bins.

   Once all the data related to the new Synchro orders have been correctly filled in, proceed as follows:

5. Save the Excel file (keeping the name import_orders.xlsx is not mandatory);
6. Go back to KanbanBOX and to Master data > Import > Orders;
7. Click on Choose file under Excel file for Orders;
8. Search for and select the file, then click on Open: the file is now uploaded into KanbanBOX;
9. Click on Import Orders;

10. In the new screen, the data entered in the Excel will be re-proposed. Pay particular attention to the last two columns:

    Field	Description
    Errors	If the import causes an error, the line will be placed at the top of the code list and will not be imported to the system. It is possible to know the reason for the error in this column.
    Action	Update: the order line is not new, but it will be updated in KanbanBOX. Add new: a new extra kanban card is inserted in the Kanban Board.

11. Click on Import data in KanbanBOX to complete the import.